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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
476
Montag & Associates
Georgia
$19K – – –
CFO
477
CVA Family Office
Colorado
$19K +$19.4K +60 +171%
CFA
478
Carroll Financial Associates
North Carolina
$17K -$14.6K -45 -46%
HI
479
Harbour Investments
Wisconsin
$17K +$11.6K +36 +225%
TCM
480
TD Capital Management
Tennessee
$16K – – –
VLKIM
481
Van Lanschot Kempen Investment Management
Netherlands
$16K +$15.9K +49 New
PFBT
482
Parkside Financial Bank & Trust
Missouri
$13K +$1.29K +4 +11%
IFAM
483
Institutional & Family Asset Management
Colorado
$12K – – –
WQ
484
Wealth Quarterback
New Jersey
$12K +$324 +1 +3%
SWM
485
Spire Wealth Management
Virginia
$11K – – –
TAIM
486
TD Ameritrade Investment Management
Nebraska
$11K +$17.1K +53 New
CFGS
487
Concourse Financial Group Securities
Alabama
$10K – – –
SCA
488
Stonebridge Capital Advisors
Minnesota
$10K – – –
SPIA
489
Steward Partners Investment Advisory
New York
$9K -$4.53K -14 -33%
BMD
490
Better Money Decisions
New Mexico
$8K -$5.5K -17 -41%
ZB
491
Zions Bancorporation
Utah
$8K – – –
SAI
492
Systematic Alpha Investments
New Jersey
$7K -$2.59K -8 -29%
PA
493
PSI Advisors
Florida
$7K +$7.44K +23 New
CFD
494
Creative Financial Designs
Indiana
$6K – – –
EWA
495
Evolution Wealth Advisors
Florida
$6K – – –
TLCM
496
Twin Lakes Capital Management
California
$6K – – –
GAM
497
Gemmer Asset Management
California
$5K – – –
TFO
498
Tarbox Family Office
California
$4K – – –
MCM
499
MV Capital Management
Maryland
$4K +$1.94K +6 +75%
FHA
500
First Horizon Advisors
Tennessee
$4K +$3.56K +11 +1,100%
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